Resource Center

All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams

Webinar A Day in the Life of an Operations Superstar
A Day in the Life of an Operations Superstar

Watch this webinar to find out how LeanData's Operations experts use LeanData to stay on top of their data and processes! This is session two of a three-part tactical webinar series, A Day in the Life of a Revenue Team, discussing ways to improve efficiency and quality of work with LeanData. In this session we will share how we: Automate data across the revenue engine with LeanData's best-in-class matching Utilize real-time engagement data tracking Take advantage of attribution best practices Use our favorite tools for helping us do our jobs

Video Bypassing Validation Rules
Bypassing Validation Rules

As a native Salesforce solution, LeanData is subject to any validation or duplicate prevention rules you have in Salesforce. Here is a way that you can exclude specific Users.

Video Using the Salesloft Node
Using the Salesloft Node

Some organizations use Salesloft cadences to manage sales engagement. Learn how you can incorporate LeanData's Salesloft Integration to automate follow up based on campaign activity.

Video Selective Overwriting When Merging
Selective Overwriting When Merging

When merging duplicates in LeanData sometimes you only want certain fields overwritten. Here is a way that you can selectively choose which fields you want to be overwritten on a merged record.

Video Cross Object Operations in Router
Cross Object Operations in Router

When using LeanData Router, you can begin your process on one object, then continue it on a different object. You just need to know how to identify the other object record and properly trigger it for routing purposes.

Video Update Pools with Conditional Membership
Update Pools with Conditional Membership

Keeping Round Robin pools up to date with the latest members does not have to rely on someone remembering which Users to add.

Customer Story How Maxio’s RevOps Team Used LeanData to Stay Nimble As They Merged Two Companies
How Maxio’s RevOps Team Used LeanData to Stay Nimble As They Merged Two Companies

Maxio builds and automates GTM plays in LeanData that are not only good for the business, but also create the best digital experience for the customer.

Video Summiting Silicon: Scaling the Peaks with Marketing and Sales Alignment 
Summiting Silicon: Scaling the Peaks with Marketing and Sales Alignment 

Marketing is critical in scaling the heights of success. In this session, equip yourself with invaluable insights from our esteemed marketing mountaineers who've successfully conquered these peaks.

Video Plotting the Course: Navigating Successful Territory Planning In The Rough Terrain of 2023
Plotting the Course: Navigating Successful Territory Planning In The Rough Terrain of 2023

In this on-demand session, we delve into the world of territory planning, transforming it from a daunting forest into a familiar campsite. You will learn to recognize the natural patterns of account distribution, adapt to shifting market landscapes, and guide your reps in navigating their own territories with confidence.

Webinar Sales Development Excellence: From Rookies to Champs
Sales Development Excellence: From Rookies to Champs

It might be football's offseason but our SDR team is hitting the field every day. Join 49ers fanatic Ernesto Castillo, Senior Director of Account Development (aka Coach) at LeanData, in this on demand webinar to learn strategies for coaching and leading best-in-class Sales Development teams. He will discuss his approach to turning SDRs into champs! Watch to learn: Hiring strategies to ensure you have a winning team Techniques for establishing alignment between Sales and Marketing How to select the right technology to view account-level activity and automate the flow of data  Proven tricks for Sales Development execution

eBook Realigning Sales & Marketing to Succeed in Today’s New B2B Marketplace
Realigning Sales & Marketing to Succeed in Today’s New B2B Marketplace

Changing B2B buyers and their new buying journeys are making post go-to-market models obsolete, requiring Sales and Marketing functions to realign to succeed in the new era.

Customer Story Global Workforce Management Leader Powers Revenue Process Transformation with LeanData
Global Workforce Management Leader Powers Revenue Process Transformation with LeanData

As Remote migrated from Hubspot to Salesforce, Molly Young knew that LeanData would be critical to execute their evolving go-to-market strategies.